Vault-13

ISHARES TR IBCB

IBONDS DEC 2036 · ETP · CUSIP 46438G166

22 institutional holders +20 vs Q1 2026
2,527,8332.5m shares reported held*
$63.6mreported value*
19 new 1 added 0 reduced 0 sold out net bought ≈ $52.9m (+2.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.15.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 26: 2Q2 26: 2222Q1 26Q2 26
Numbers
QuarterHolders
Q1 20262
Q2 202622

Biggest buyers

HighTower Advisors, LLC New +553,949+553.9k
MB, LEVIS & ASSOCIATES, LLC New +551,113+551.1k
Capital Investment Advisors, LLC New +299,515+299.5k
Krilogy Financial LLC New +203,685+203.7k
Arrow Financial Corp New +132,068+132.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +61,086+61.1k
Marathon Mission, Inc. New +60,121+60.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +55,386+55.4k
JANE STREET GROUP, LLC Added +42,717+42.7k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +27,781+27.8k

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (4.8%, 2026-10-27)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 553,949553.9k $13.9m $13.9m 0.01% New
2 MB, LEVIS & ASSOCIATES, LLC 5.11% of their portfolio CENTER VALLEY, PA 551,113551.1k $13.9m $13.9m 5.11% New
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 400,000400.0k $10.1m $10.1m 0.00% Unchanged
4 Capital Investment Advisors, LLC 0.10% of their portfolio ATLANTA, GA 299,515299.5k $7.5m $7.5m 0.10% New
5 Krilogy Financial LLC 0.15% of their portfolio ST. LOUIS, MO 203,685203.7k $5.1m $5.1m 0.15% New
6 Arrow Financial Corp 0.30% of their portfolio Glens Falls, NY 132,068132.1k $3.3m $3.3m 0.30% New
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 65,58165.6k $1.7m $1.7m 0.00% Added +42.7k +42,717
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 61,08661.1k $1.5m $1.5m 0.00% New
9 Marathon Mission, Inc. 0.76% of their portfolio ALBANY, NY 60,12160.1k $1.5m $1.5m 0.76% New
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 55,38655.4k $1.4m $1.4m 0.00% New
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 27,78127.8k $699.0k $699.0k 0.01% New
12 Gilbert & Cook, Inc. 0.08% of their portfolio WEST DES MOINES, IA 27,72127.7k $697.5k $697.5k 0.08% New
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,77419.8k $498.0k $498.0k 0.00% New
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,15417.2k $431.6k $431.6k 0.00% New
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,78512.8k $321.7k $321.7k 0.00% New
16 Koesten, Hirschmann & Crabtree, INC. 0.13% of their portfolio OVERLAND PARK, KS 12,55512.6k $315.9k $315.9k 0.13% New
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,58410.6k $266.3k $266.3k 0.00% New
18 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 8,0158.0k $201.7k $201.7k 0.00% New
19 ADIRONDACK TRUST CO 0.04% of their portfolio SARATOGA SPRINGS, NY 5,9946.0k $150.7k $150.7k 0.04% New
20 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4251.4k $35.9k $35.9k 0.00% New
21 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0001.0k $25.0k $25.0k 0.00% New
22 Bullock Wealth Management Group 0.01% of their portfolio BLOOMINGTON, IN 541541 $13.5k $13.5k 0.01% First filing